Professional Advisor Council

The Foundation’s Professional Advisor Council consists of leading attorneys, CPAs, financial planners and advisors, and other professionals who are committed to supporting the Foundation’s work by promoting philanthropy.

The Council educates members of the estate and financial planning community about charitable giving and encourages client referrals. The Council is also a forum for networking among prominent legal and financial professionals.

Estate Attorneys

  • Berlin, Michael
    Private Asset Management, Inc.
  • Boner, D. Stephen
    Boner Stern & Sipple, APC
  • Branton, Lawrence
    Seltzer Caplan McMahon Vitek
  • Bratt, Jenny Hill
    DLA Piper
  • Brown, Arthur
    The Law Offices of Arthur S. Brown
  • Cunneen, Dawn M. Hall
    Duane Morris
  • Charney, Jack
    Henderson, Caverly, Pum & Charney LLP
  • Cheverton, Paul
    Law Offices of Paul Cheverton
  • Coveney, Kenneth
    Dostart Clapp & Coveney, LLP
  • Cowley, James
    McKenna Long & Aldridge LLP
  • Dostart, Paul
    Dostart Clapp & Coveney, LLP
  • Essakow, Clive
    Judkins, Glatt & Hulme LLP
  • Feinstein, Eloise
    Barger Law Group, APC
  • Ferrette, Victor
    Victor J. Ferrette, A Law Corporation
  • Gaines, Richard
    Gaines Legal Services, Inc.
  • Glasner, Richard
    Law Office of Richard Glasner
  • Glatt, Andrew
    Judkins, Glatt & Hulme LLP
  • Harris, Ann
    Ann C. Harris, APLC
  • Henderson, Nancy
    Henderson, Caverly, Pum & Charney LLP
  • Hickson, David
    Hickson Kipnis & Barnes, LLP
  • Kaplan, Lawrence
    Solomon Ward Seidenwurm & Smith LLP
  • Kravets, Kevin
    Law Office of Kevin E. Kravets
  • Lauth, James
    Beamer, Lauth, Steinley & Bond, LLP
  • Lewis, Marshall
    Lewis, Hoxie & Spear, APLC
  • Lodge, Eric
    Procopio, Cory, Hargreaves & Savitch LLP
  • Milikowsky, John
    Law Offices of John D. Milikowsky
  • Newnham, Stephen
    Newnham & Weston, LLP
  • Peshel, Mary
    Miller Monson Peshel Polacek & Hoshaw
  • Pharies, S. Andrew
    DLA Piper
  • Phillips, Susan
    Weitzen, Phillips & Weinberg LLP
  • Pressman, Judy
    Henderson, Caverly, Pum & Charney LLP
  • Robinson, Roberta
    Roberta A. Robinson, A Law Corporation
  • Sandke, M. Tami
    The Law Offices of Margaret Tami Sandke
  • Schmutz, David
    Wells Fargo Bank
  • Shaffer, Gretchen
    DLA Piper
  • Sherman, Lawrence
    Solomon Ward Seidenwurm & Smith LLP
  • Small, Harold
    Law Offices of Harold S. Small
  • Smith, Norman
    Solomon Ward Seidenwurm & Smith LLP
  • Spector, Nancy
    Law Offices of Nancy A. Spector
  • Sullivan, Philip
    Henderson, Caverly, Pum & Charney LLP
  • Sussman, Andrew
    RSR Law Group LLP
  • Talbott, Alan
    Procopio, Cory, Hargreaves & Savitch LLP
  • Tutoli, Michele
    Armstrong, Fisch & Tutoli
  • Vandeveer, Frederick
    McKenna Long & Aldridge LLP
  • Weissler, Joel
    Weissler Law Group
  • Weitzen, Eric
    Weitzen, Phillips & Weinberg LLP
  • Whelan, Ellen
    DLA Piper
  • Yocum, Lori
    Anderson & Yocum APC


  • Arias, Al
    A.V. Arias & Co.
  • Berelowitz, Barry
    Barry Berelowitz, CPA
  • Carne, Robert
    McKay, Carne, Lazarus & Goldbarg LLP
  • Eisenberg, Irving
    Wealth Manager Group LLC
  • Ewan, Jeff
    Lavine, Lofgren, Morris, & Engelberg, LLP 
  • Friedman, Ronald
    Friedman Brannen LLP
  • Gellman, Robert
    Mayer Hoffman McCann P.C.
  • Gordon, Mark
    Mark M. Gordon Accountancy Corporation
  • Heyman, Stanley
    Heyman & Associates, Inc.
  • Kornfeld, Gary
    Kornfeld and Levy, CPAs
  • Kuehn, Archie
    Ventura Kuehn & Associates, Inc.
  • Kuhn, Steve
    Kuhn & Koviak CPAs, Inc.
  • Lavine, Dennis
    Lavine, Lofgren, Morris, & Engelberg, LLP
  • Lazarus, Robert
    McKay, Carne, Lazarus & Goldbarg, LLP
  • Leitner, Cristanne
  • Lyons, Scott
    Lyons Accountancy Group
  • McElroy, Oliver
    Oliver R. McElroy, CPA
  • Oliva, Nicholas
    Oliva, Goddard & Wright
  • Poster, Lawrence
    Lawrence S. Poster, CPA
  • Regan, Beth
    Beth F. Regan, CPA
  • Reibman, Allen
    Reibman & Company
  • Thomas, Edward
  • Weiss, Ken
    Weiss & Company

Financial Advisors

  • Acheatel, Janet CFP®
  • Aufmann, Kevin B., MBA
    Wells Fargo Advisors, LLC
  • Benditt, Zoe CFP®
    Ameriprise Financial
  • Blotner, Bernie
    Morgan Stanley
  • Brecher, Daniel
    Morgan Stanley Smith Barney
  • Carmen, Janice
    First Foundation Advisors
  • Channick, Marc
    Delphi Private Advisors
  • Cohen, Joseph CFP®
  • Cohen, Marque
    UBS Financial Services
  • Fink, Robert
    Bridgewater Financial Group, Inc.
  • Friedman, Ronald, CPA, CFP®
    Friedman Brannen LLP
  • Geffen, Sylvia
    The SGS Group of Wells Fargo Advisors
  • Gelbart, Jay
    Merrill Lynch
  • Glazer, Thea CFP®
    Glazer Financial Advisors
  • Goldenhar, Ryan CFP®
    Wells Fargo Private Client Services
  • Green, Orin CFP®
    Ameriprise Financial
  • Jacobs, David A. J.D.
    Grant Hinkle & Jacobs
  • Katzeff, Hillel CFP®
    HK Financial, Inc.
  • Lewis, Jim
    Merrill Lynch Wealth Management
  • Liber, Jeffrey CFP®
    Wells Fargo Advisors
  • Oratz, Glenn
    Merrill Lynch Wealth Management
  • Ratner, Andrew
    UBS Financial Services, Inc.
  • Rowling, Sheryl, CPA, PFS
    Rowling & Associates
  • Shapiro, Martin CFP®
    Martin Shapiro, CFP®
  • Short, Scott
    AXA Advisors
  • Taylor, Carolyn
    Weatherly Asset Management, President
  • Tresse, Christian
    Bernstein Global Wealth Management
  • Weiss, Joan CFP®
    Sagemark Consulting
  • Zimmerman, Brian
    Liberty Partners Financial Services, LLC

Other Advisors

  • Alexander, George
    Showley, Archambault & Alexander
  • Bolker, Cynthia
    New York Life
  • Frank, Todd
    Mass Mutual
  • Gardiner, Eric
    Northwestern Mutual
  • Harmonson, Carlee
    Union Bank
  • Helsel, Chuck
    U.S. Bank Home Mortgage
  • Recht, Danny
    DMR Financial Partners
  • Smulowitz, Ian
    Insurance and Financial Services, Inc.
  • Spuck, Linda
    Union Bank
  • Super, William
    William Super CPAs & Consultants